| 1 | MORGAN STANLEY | $119.7M | 3.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $74.3M | 1.9M | Trimmed |
| 3 | Valmark Advisers, Inc. | $65.8M | 1.6M | Trimmed |
| 4 | UBS Group AG | $57.5M | 1.4M | Added |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | $56.5M | 1.4M | Hold |
| 6 | WELLS FARGO & COMPANY/MN | $50.5M | 1.3M | Added |
| 7 | LPL Financial LLC | $48.5M | 1.2M | Trimmed |
| 8 | ESL Trust Services, LLC | $38.4M | 958,792 | Added |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.1M | 676,436 | Trimmed |
| 10 | Elwood & Goetz Wealth Advisory Group, LLC | $24.8M | 619,075 | Added |
| 11 | OneDigital Investment Advisors LLC | $24.0M | 599,440 | Trimmed |
| 12 | MEITAV INVESTMENT HOUSE LTD | $23.1M | 577,262 | Trimmed |
| 13 | Warren Street Wealth Advisors, LLC | $21.8M | 542,958 | Trimmed |
| 14 | Marathon Mission, Inc. | $20.4M | 508,156 | Added |
| 15 | Pallas Capital Advisors LLC | $19.8M | 492,666 | Trimmed |
| 16 | HighPoint Advisor Group LLC | $17.3M | 431,168 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $17.1M | 426,795 | Trimmed |
| 18 | HOWARD FINANCIAL SERVICES, LTD. | $13.5M | 336,833 | Added |
| 19 | Transamerica Financial Advisors, LLC | $13.2M | 329,777 | Trimmed |
| 20 | Cetera Investment Advisers | $12.8M | 319,498 | Trimmed |
| 21 | WEALTH MANAGEMENT RESOURCES, INC. | $12.7M | 316,459 | Trimmed |
| 22 | STIFEL FINANCIAL CORP | $11.4M | 285,217 | Added |
| 23 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $10.6M | 263,253 | Hold |
| 24 | CWM, LLC | $10.3M | 256,848 | Trimmed |
| 25 | INVENIO WEALTH PARTNERS LLC | $10.0M | 249,542 | Added |